BWFA
SVC

Baltimore-Washington Financial Advisors’s Service Properties Trust SVC Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-201
Closed -$30K – 330
2014
Q2 		$30K Buy
+201
New +$29.4K 0.01% 189

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SVC Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of Service Properties Trust (SVC) in Q3 2014, closing a stake of 201 shares — an estimated $30K sold.

Baltimore-Washington Financial Advisors first reported a position in SVC in Q2 2014 and held it in 1 quarter. The position peaked at $30K in Q2 2014. 342 funds tracked by Wall St. Rank hold SVC as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Service Properties Trust position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 201 Service Properties Trust shares in Q3 2014, an estimated $30K.
  • Baltimore-Washington Financial Advisors first reported a position in Service Properties Trust in Q2 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Service Properties Trust position peaked at $30K in Q2 2014.
  • 342 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.